Dte Energy Co
DTE- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000936340
In the last 90 days, Dte Energy Co insiders filed 0 open-market purchases and 1 sale; 1,036 institutions reported holding it in 13F filings for Q2 2026, worth $25.7B in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in Dte Energy Co as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 713
- −7 vs. Q2 2023
- Shares held
- 155.6M
- +4.50M (+3.0%) vs. Q2 2023
- Total value
- $15.5B
- −$1.17B (−7.1%) vs. Q2 2023
- New holders
- 71
- 247 more added
- Sold out
- 78
- 252 more reduced
13 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DTE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,036 | $25.7B |
| Q1 2026 | 989 | $24.4B |
| Q4 2025 | 961 | $20.9B |
| Q3 2025 | 921 | $23.4B |
| Q2 2025 | 932 | $21.8B |
| Q1 2025 | 923 | $22.4B |
| Q4 2024 | 879 | $19.3B |
| Q3 2024 | 846 | $20.4B |
| Q2 2024 | 802 | $17.7B |
| Q1 2024 | 786 | $17.8B |
| Q4 2023 | 755 | $17.3B |
| Q3 2023 | 713 | $15.5B |
| Q2 2023 | 733 | $17.0B |
| Q1 2023 | 729 | $16.9B |
| Q4 2022 | 770 | $17.9B |
| Q3 2022 | 703 | $16.6B |
| Q2 2022 | 742 | $18.0B |
| Q1 2022 | 724 | $18.8B |
| Q4 2021 | 705 | $16.6B |
| Q3 2021 | 654 | $15.6B |
| Q2 2021 | 687 | $18.3B |
| Q1 2021 | 673 | $19.2B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Dte Energy Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Spire Wealth Management | 385 | $38.3K | 0.00% | +1+0.3% | Added |
| Compagnie Lombard Odier SCmA | 370 | $36.7K | 0.00% | +370 | New |
| AdvisorNet Financial, Inc | 367 | $36.4K | 0.00% | −9−2.4% | Reduced |
| Trust Co of Vermont | 366 | $36.3K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 363 | $36.0K | 0.02% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 361 | $35.8K | 0.01% | +361 | New |
| Deseret Mutual Benefit Administrators | 356 | $35.3K | 0.02% | −23−6.1% | Reduced |
| First Horizon Advisors, Inc. | 354 | $35.1K | 0.00% | +7+2.0% | Added |
| Centennial Bank | 350 | $34.7K | 0.02% | 00.0% | Unchanged |
| WFA Asset Management Corp | 346 | $34.3K | 0.02% | +3+0.9% | Added |
| Carmichael Hill & Associates, Inc. | 337 | $33.5K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 325 | $32.3K | 0.00% | −505−60.8% | Reduced |
| Old Second National Bank of Aurora | 300 | $29.8K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 285 | $28.3K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 281 | $27.9K | 0.02% | −537−65.6% | Reduced |
| Beacon Capital Management, Inc. | 260 | $25.8K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 231 | $25.4K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 250 | $25.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 250 | $25.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 245 | $24.3K | 0.01% | −20−7.5% | Reduced |
| TSFG, LLC | 238 | $24.0K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 237 | $23.5K | 0.00% | +237 | New |
| First Financial Corp | 235 | $23.3K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 223 | $22.0K | 0.00% | −581−72.3% | Reduced |
| Resources Management Corp | 217 | $22.0K | 0.00% | −170−43.9% | Reduced |
| Mascoma Wealth Management LLC | 214 | $21.2K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 212 | $21.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 207 | $20.6K | 0.00% | +2+1.0% | Added |
| Highlander Capital Management, LLC | 200 | $20.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 200 | $19.9K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 198 | $19.7K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 198 | $19.7K | 0.00% | +19+10.6% | Added |
| EverSource Wealth Advisors, LLC | 188 | $18.7K | 0.00% | +45+31.5% | Added |
| PSI Advisors, LLC | 187 | $18.6K | 0.01% | +187 | New |
| Centerpoint Advisors, LLC | 180 | $18.0K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 179 | $17.9K | 0.01% | +179 | New |
| Federation des caisses Desjardins du Quebec | 175 | $17.4K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 175 | $17.0K | 0.00% | −12−6.4% | Reduced |
| Anchor Investment Management, LLC | 169 | $16.8K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 164 | $16.3K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 136 | $16.0K | 0.01% | +80+142.9% | Added |
| Cary Street Partner Investment Advisory LLC | 156 | $15.5K | 0.00% | +5+3.3% | Added |
| Covestor Ltd | 149 | $15.0K | 0.01% | −5−3.2% | Reduced |
| Rise Advisors, LLC | 143 | $14.2K | 0.01% | +1+0.7% | Added |
| Farmers & Merchants Investments Inc | 140 | $13.9K | 0.00% | +5+3.7% | Added |
| DT Investment Partners, LLC | 138 | $13.7K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 137 | $13.6K | 0.00% | −19−12.2% | Reduced |
| Hexagon Capital Partners LLC | 122 | $12.1K | 0.00% | −4−3.2% | Reduced |
| Operose Advisors LLC | 117 | $11.6K | 0.00% | +117 | New |
| West Oak Capital, LLC | 115 | $11.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 109 | $11.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 110 | $10.9K | 0.00% | +4+3.8% | Added |
| Sutton Wealth Advisors Inc. | 109 | $10.8K | 0.01% | +1+0.9% | Added |
| Salem Investment Counselors Inc | 107 | $10.7K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 101 | $10.0K | 0.01% | −100−49.8% | Reduced |
| Union Savings Bank | 100 | $9.93K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 100 | $9.93K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 100 | $9.93K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 100 | $9.93K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 100 | $9.93K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 100 | $9.93K | 0.00% | 00.0% | Unchanged |
| Motco | 95 | $9.43K | 0.00% | −64−40.3% | Reduced |
| Prestige Wealth Management Group LLC | 82 | $8.22K | 0.00% | +45+121.6% | Added |
| Whittier Trust Co of Nevada Inc | 74 | $7.34K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 69 | $7.00K | 0.00% | −5−6.8% | Reduced |
| Ritter Daniher Financial Advisory LLC | 70 | $6.93K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 65 | $6.45K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 59 | $5.85K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 57 | $5.66K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 55 | $5.46K | 0.00% | −68−55.3% | Reduced |
| Natixis | 52 | $5.16K | 0.00% | −63,752−99.9% | Reduced |
| Investors Research Corp | 50 | $4.96K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 49 | $4.87K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 47 | $4.67K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 44 | $4.37K | 0.00% | −193−81.4% | Reduced |
| Westside Investment Management, Inc. | 44 | $4.37K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 44 | $4.37K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 43 | $4.27K | 0.00% | −41−48.8% | Reduced |
| Delos Wealth Advisors, LLC | 40 | $4.14K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 39 | $3.87K | 0.00% | −20−33.9% | Reduced |
| Eagle Bay Advisors LLC | 37 | $3.67K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $3.08K | 0.00% | −34−52.3% | Reduced |
| Valley National Advisers Inc | 35 | $3.00K | 0.00% | +35 | New |
| Ruedi Wealth Management, Inc. | 26 | $2.58K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 25 | $2.48K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 24 | $2.38K | 0.00% | +24 | New |
| KB Financial Partners, LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 29 | $2.00K | 0.00% | +29 | New |
| JFS Wealth Advisors, LLC | 17 | $1.69K | 0.00% | −24−58.5% | Reduced |
| Cornerstone Planning Group LLC | 17 | $1.69K | 0.00% | −1−5.6% | Reduced |
| Abound Wealth Management | 16 | $1.59K | 0.00% | +2+14.3% | Added |
| Trifecta Capital Advisors, LLC | 14 | $1.39K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 14 | $1.39K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 14 | $1.35K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 13 | $1.29K | 0.00% | −9−40.9% | Reduced |
| JNBA Financial Advisors | 12 | $1.19K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 11 | $1.09K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 7 | $1.00K | 0.00% | −1−12.5% | Reduced |
| Wolff Wiese Magana LLC | 10 | $993 | 0.00% | +10 | New |